Our Work Products
Presentations are done each week at meetings and analyze new companies to buy or re-evaluate current holdings in the portfolio.
Below, you can see some of the presentations from past semesters and stock pitch competitions. There are also a few examples of weekly macroeconomics and portfolio newsletters.
Fall 2023 Presentations
VICI Properties Presentation
Cooper Marx, Luke Roberts, Demi Taiwo
Sector: REITS
Thesis: Buy at 1.5% Allocation
EVVTY Presentation
Vishruth Madhusudhan, Raza Pathrawala, Zachary Teaford, Grant Lieppe, Emma Tom
Sector: Consumer Discretionary
Thesis: Buy at 1.5% Allocation
Spring 2023 Presentations
CSU Presentation
Banks Coggin, Caleb Adams, John Celitti, Anthony Stroffolino, Analyst
Sector: Technology
Thesis: Buy at 1.5% Allocation
VEEV Presentation
Claire McNulty, Justin Kaplin, Briana Brozowski, Sophie Watson, JT Jones
Sector: Healthcare
Thesis: Buy at 1.5% Allocation
Fall 2022 Presentations
USB Presentation
Sam Webb, Adit Jindal, Porter Hill, Arnav Mardia
Sector: Financials
Thesis: Buy at 1.5% Allocation
HZNP Presentation
Claire McNulty, William Martin, Thomas Silva Larsson, JT Jones, Aazan Khan
Sector: Healthcare
Thesis: Buy at 1.5% Allocation
Spring 2022 Presentations
SASOL Pitch
Gleb Solntsev, Riley Mellinger, Caleb Yarbrough
Sector: Fixed Income
Thesis: Buy at 1% Allocation
Fang Presentation
Benjamin Harrison, Rishi Gullapalli, Max Rothman, Christian Haynes
Sector: Energy
Thesis: Buy at 1.79% Allocation
Fall 2021 Presentations
BERY Presentation
Max Stevens, Suchet Sapre, Siddharth Pillai, Wesley Wells
Sector: Industrials
Thesis: Buy at 1.5% Allocation
MODV Presentation
Anna Timm, Justin Kaplin, Parth Varshney, Cole Chalub, Mason Rzepkowski, Pranal Madria, Connor White
Sector: Healthcare
Thesis: Buy at 1.5% Allocation
PYCO Presentation
Jake Martin, Paige Towler, William Arnold, Aazan Khan, Samy Amer
Sector: Utilities
Thesis: Buy at 1.5% Allocation
NTDOY Presentation
Fuad Hossain, Noel Igbokwe, Jesse Li, Alfonso Garcia
Sector: Consumer Discretionary
Thesis: Buy at 1.5% Allocation
VZIO Presentation
Lily Davis, Nicole Kachouh, Chris Johnson, Ramy Bassil
Sector: Media and Telecom
Thesis: Buy at 1.5% Allocation
KHC 3 06/2026 Corp Presentation
JR Martin, Andrew Condra, Samuel Alzate, Chris Mulaik
Sector: Fixed Income
Thesis: Buy at 1.25% Allocation to trim AGG
Spring 2021 Presentations
NOMD Presentation
A.D. Winston, Ashray Chowdry, Michelle Tzeng, Saagar Mehta, Nikita Popik
Sector: Consumer Staples
Thesis: Buy at 1.5% Allocation
REGI Presentation
William Lester, Aravind Vengarai, Ronit Ganguly, Manoj Niverthi
Sector: Energy
Thesis: Buy at 1.5% Allocation
NNI Presentation
Walker Davis, Shivam Lahoti, Jonathan Huang, Mitchell Taylor, Nikhil Reddy
Sector: Financials
Thesis: Buy at 1.5% Allocation
Fall 2020 Presentations
DIS Reval
Arul Gupta, Chris Eckart, and Alex Madison
Sector: Media and Telecom
Thesis: Sell current holding
Used Sum of Parts DCF in valuation
CPT Presentation
Anna Timm, Miki Patel, Saahil Sharma, Matthew Lubert, Ben Shappard
Sector: REITs
Thesis: Buy at 1.5% Allocation
AVGO Presentation
Arjun Mohan, Bennett Jones, Cater Gooch, Conor Walsh
Sector: Technology
Thesis: Buy at 1.5% Allocation
Stock Pitch Competitions
JetBlue Airlines
John Stauffer, Nishant Reddy, Jason Quill
UGA SMIF Stock Pitch Competition (Spring 2019)
Thesis: Short JetBlue
Presentation placed second in the competition
Casella Waste Systems
Alex Buhl, Akash Prasad, Alan Yadav
Cornell Undergrad Stock Pitch Challenge (Fall 2020)
Thesis: Buy CSWT
Presentation placed second in the competition